Alternative Data Weekly Newsletter Archives

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A curated digest of must-read news from around the internet about alternative data. Join the buy-side professionals already reading the Alternative Data Weekly.

Man Group CIO says managers being led ‘kicking and screaming’ into quant era

Bloomberg (subscription)

The asset management industry is “kicking and screaming” as it’s forced to adapt to quant trading, said Man Group CIO Sandy Rattray. Speaking at a conference, he compared money managers with taxi drivers who are facing the threat of Uber and automated vehicles. Read More

How Canada Pension Plan is tapping alternative data

Financial Post

Canada’s largest pension fund – with over US$750 billion AUM – has assembled a team to analyze alternative data for long-term investment decisions. The CPP Investment Board’s move shows how alt data is gaining acceptance among the world’s traditionally conservative state-linked pension funds. Read More

In alt-data gold rush, some investors find more dirt than nuggets

Business Insider (subscription)

Wall Street acceptance of alternative data is becoming mainstream, but some find the huge volume of new data difficult to integrate into the investment process. Part of the problem is on the supply side, as some data vendors lack an understanding of what investors are looking for with their data sets. Read More

Point72’s Granade discusses alt data and quant investment

Bloomberg Podcasts

In this podcast, Bloomberg’s Barry Ritholtz discusses quantitative investing, alternative data, and much more with Matthew Granade, Chief Market Intelligence Officer at Point72 Asset Management. For those preferring print, Ritholtz helpfully provides a partial transcript on his website. Listen Here

Thasos CPO John Collins on how data use is evolving

QDC19

In one of the 2019 Quandl Data Conference’s best received presentations, the Thasos co-founder explores how the drive for alpha shapes the use of data for investment purposes – occasionally in inefficient ways – and ultimately requires consuming data at ever more granular levels. Watch here

Robots won’t kill the fundamental investor

Institutional Investor

Traditional asset managers are increasingly applying data analytics to decision-making — but they aren’t firing portfolio managers. Instead, they’re building capabilities to help them do a better job, particularly for active managers who feel cost-cutting pressures in a shrinking industry, McKinsey said in a new report (available in full here). Read More

A blueprint for alternative data in asset management

Risk.net (subscription)

UBS Asset Management’s data chief describes how alternative data can aid the investment process and how, if properly applied, such data can provide unique insights into economies and companies beyond mere earnings and market information. Read More

Legal considerations for use of alt data in investment

Mondaq

Multinational law firm Shearman & Sterling offers a primer on the legal aspects of alternative data, including issues such as data lineage, material nonpublic information risk, and why firms need to perform due diligence on data vendors. Read More

Why Excel no longer works for picking stocks

Business Insider

Microsoft Excel, which has been used by the investment community for years, can no longer be the only tool used for stock-picking. The explosion of alternative data in particular has pushed stock analysis beyond the software‘s capabilities. Read More

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